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Retirement Plan Consultant (2019-8496)

Memphis, TN, United States


Job Description


The Opportunity:


The Fisher Investments 401(k) Solutions Group has an amazing opportunity to provide clients with a remarkable solution. We have a very different retirement platform; it is specifically built for small and mid-sized business retirement plans (401k, Profit Sharing, Cash Balance, DB Plans, etc.) and aimed to provide 3(38) full fiduciary coverage, in-person client service & investment guidance, multiple record-keeping & TPA options, and investment flexibility above what is typically offered.


Help smaller plans, which are typically underserviced, by offering high quality investments and custom plan design and service, typically reserved for much larger organizations. The small plan space of $1-5m retirement plans is significant in size and scope, and represents a huge potential for the right candidate to sell in a consultative function working directly with company owners and decision makers. All we need is someone like you, who can appreciate how our platform is better suited to the small plan space than most options. This role requires experience selling in the qualified retirement plans space, selling direct to small plan space sponsors.

The Day-to-Day:

  • Retirement Plan Consultants are tasked with contacting, meeting, and closing, new business opportunities in the employer sponsored small plan market place.
  • You’ll be supported by a dedicated 4S sales success and service department and can believe in the service you sell, because you won’t be selling products.
  • We are retirement plan experts and exclusively focused on our sponsors and participants
  • You will be providing financial solutions to clients, based on plan sponsor and employee goals and needs.

Your Qualifications:

  • Ability & motivation making calls to generate new meetings beyond those received from Inside Sales.
  • Highly competitive, goal oriented, and can sustain high levels of activity (both via phone conversations and in-person meetings).
  • Quantifiable success selling qualified plans direct to plan sponsors.
  • An in-depth understanding of the retirement plan space with the ability to articulate the complexities within it.
  • Comfortable and experienced working in a pay for production compensation model.

Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more 


We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.






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